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Original filing (PDF)20251014191344NAL0001782003001
ALL SURFACES, INC.
Form 5500
FILING_RECEIVED
ALL SURFACES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
470
Accounts w/ balance
391
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL SURFACES, INC..
Plan sponsor
Name
ALL SURFACES, INC.
EIN
82-1799570
Address
855 N. WOOD DALE RD., UNIT A · WOOD DALE, IL · 60191
Phone
(847) 979-2500
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
29 direct securities · 2 pooled funds· $34.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.4M
29 holdings
Common Collective Trust
$1.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $6.9M | 20.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $6.2M | 18.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $3.9M | 11.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.4M | 9.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.2M | 6.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.8M | 5.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.8M | 5.2% | |
| Fidelity 500 Index Fund | — | — | — | $1.2M | 3.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| J.P. Morgan J.P. Morgan Growth Advantage | — | — | — | $1.0M | 2.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $848K | 2.5% | |
| Fidelity Government Money Market | — | — | — | $550K | 1.6% | |
| Baird Core Plus Bond Fund Institutional | — | — | — | $525K | 1.5% | |
| Dodge & Cox Dodge & Cox Stock Fund X | — | — | — | $453K | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $432K | 1.3% | |
| Fidelity International Index | — | — | — | $361K | 1.0% | |
| Galliard Stable Return Fund C | — | — | — | $326K | 0.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $326K | 0.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $318K | 0.9% | |
| Vanguard Target Retirement Income | — | — | — | $216K | 0.6% | |
| DFA Emerging Markets Core Equity | — | — | — | $172K | 0.5% | |
| DFA US Small Cap Growth Institutional | — | — | — | $121K | 0.4% | |
| American Funds American Funds EUPAC Fund | — | — | — | $121K | 0.4% | |
| Fidelity Mid Cap Index | — | — | — | $118K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $88K | 0.3% | |
| Vanguard Target Retirement 2065 | — | — | — | $76K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $75K | 0.2% | |
| PGIM Jennison Mid Cap Growth | — | — | — | $74K | 0.2% | |
| Fidelity Small Cap Index | — | — | — | $68K | 0.2% | |
| BlackRock Mid-Cap Value K | — | — | — | $51K | 0.1% | |
| American Beacon American Beacon Small Cap Value | — | — | — | $8K | <0.1% |